声明:任泽平博士观点
泽平宏观·2026-01-21 16:29

Core Viewpoint - The article aims to clarify and correct misconceptions surrounding Dr. Ren Zeping's views, emphasizing the importance of professional research to drive social progress [1]. Group 1: New Infrastructure and Economic Outlook - In 2020, the concept of "new infrastructure" was advocated early on, with a focus on renewable energy and artificial intelligence, leading to the publication of a book titled "New Infrastructure," which won an award for innovative teaching materials [4][5]. - At a renewable energy industry summit in December 2021, it was stated that not investing in renewable energy now is akin to missing out on real estate opportunities 20 years ago, highlighting the sector's potential as a key driver of China's economic growth [6]. - A bullish economic outlook was presented for the second half of 2024, predicting a "confidence bull market" driven by unexpected policy measures that would restore confidence in Chinese assets and the economy [8]. Group 2: Policy Recommendations and Social Progress - Recommendations were made to gradually implement a three-child policy during the 14th Five-Year Plan period, reflecting the ongoing debate about population growth and economic activity [12][13]. - In December 2022, a proposal was made to prioritize the reopening of economic activities, emphasizing the need for constructive engagement to promote social progress [14][15].